Retirement Planning

In preparing for or entering retirement, you may form new plans or may wish to maintain as much as possible of your existing "desirable" lifestyle. Either way, as you reassess your personal goals, it's important that your financial strategies evolve along with you. As you shift your focus from wealth accumulation to spending, major considerations include:

Market risk – Understanding how to adjust if the market underperforms, especially in early retirement

Inflation – Planning for the reality that, what costs $100 today is expected to cost $180 in 20 years

Health care expenses

Income Tax Increases

At Northstar, our retirement planning is realistic in the face of financial challenges, but also highly personalized. We help you plan with confidence, according to your goals. We offer expert, practical assistance in areas such as: